The Inner Circle Membership
Ongoing Support Exclusively for Clients and Alumni!
You’ve already done the heavy lifting. We worked hard to organize and optimize your "financial house," defined your clear vision for the future, and set your custom lifestyle budget into motion.
But life doesn’t stand still.
You want more support to continue tackling life’s milestones. We have a new solution exclusively for our clients to provide ongoing support when you need it most.
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Reach Your Personal Goals
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Enhance Your Understanding
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Streamline Your Accounts
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Save More
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Optimize Your Budget
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Boost Your Confidence
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Spend Smarter
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Achieve Financial Stability
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Clean Your Financial House
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Eliminate Debt
~ Reach Your Personal Goals ~ Enhance Your Understanding ~ Streamline Your Accounts ~ Save More ~ Optimize Your Budget ~ Boost Your Confidence ~ Spend Smarter ~ Achieve Financial Stability ~ Clean Your Financial House ~ Eliminate Debt
How it Works
Ongoing Support for Your Evolving Financial Needs
Our Inner Circle Membership is a designed exclusively for our clients and alumni to ensure your financial foundation remains rock-solid as life progresses.
We help you navigate new milestones with Targeted Guidance, maintain your financial momentum through Consistent Accountability, and reclaim your time with White Glove Execution on the tasks that matter most.
Tailored Subscriptions to Fit Your Needs
Core Package
Valet
Goal: Accountability and quick course corrections to help you stay on track.
Ideal For: Former clients who mostly have things handled but want a trusted sounding board and ongoing accountability.
- 1 monthly strategy session (up to 1 hour)
- Email support
Premium Package
Concierge
Goal: More time for deeper strategy sessions.
Ideal For: Clients navigating life transitions who prefer more frequent touchpoints and access to expand their financial knowledge.
- 2 monthly strategy sessions (up to 2 hours)
- Email & SMS support
- Free access to recorded Financial Butlers Academy sessions (a $250 value)
VIP Package
White Glove
Goal: Comprehensive support and direct execution for ultimate peace of mind.
Ideal For: Busy professionals who want us to actively manage, negotiate, and execute financial tasks on their behalf.
- Up to 5 Hours per month for strategy sessions and/or task execution such as bills negotiation, account cleanup, etc.)
- Priority email & SMS support
- Free access to recorded Financial Butlers Academy sessions (a $250 value)
Choose the level of ongoing support that best fits your current season of life below. All introductory rates are specially priced to welcome you back.
The Alumni Advantage
(Included in all tiers)
Seamless Continuity: You aren't starting from scratch. We already know your "financial DNA," your goals, and your history. We pick up exactly where we left off.
A Judgment-Free Sounding Board: A safe space to discuss new opportunities, unexpected challenges, or financial mistakes without guilt.
The "Butler" Network: Continued access to our vetted rolodex of trusted CPAs, estate lawyers, realtors, and insurance brokers.
Exclusive Pricing: These rates are strictly introductory and reserved only for graduates of The Butler Experience.
Highest Standard of Privacy: Unwavering confidentiality and security for all your financial data and life updates.
No Long-Term Contracts. Total Flexibility.
Life is unpredictable, and your financial support should adapt to your current season. That’s why our Concierge services are strictly month-to-month.
There are no annual lock-ins. You can upgrade, downgrade, or cancel at any time to fit your current needs.
14-day notice required for cancellations to avoid billing for the next cycle.
Sign Up Today to Transform Your Finances!
